SWIM
Smallwood Wealth Investment Management Portfolio holdings
AUM
$191M
1-Year Est. Return
17.59%
This Fund
S&P 500
1 Year Est. Return
+17.59%
AUM
$175M
AUM Growth
+$16.4M
(+10%)
Holding
585
Top Buys
| 1 | +$2.04M | |
| 2 | +$1.04M | |
| 3 | +$313K | |
| 4 |
JPMorgan Core Plus Bond ETF
JCPB
|
+$298K |
| 5 |
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
|
+$276K |
Top Sells
| 1 | +$302K | |
| 2 | +$238K | |
| 3 | +$100K | |
| 4 |
AT&T
T
|
+$85.7K |
| 5 |
iShares National Muni Bond ETF
MUB
|
+$82.4K |
Sector Composition
| 1 | Technology | 11.38% |
| 2 | Financials | 6.15% |
| 3 | Consumer Staples | 3.82% |
| 4 | Communication Services | 2.71% |
| 5 | Healthcare | 1.69% |